In today's episode I continue with details on the Ukraine situation, some things I've heard from Tom Lee and some interesting news on $MRNA. $PANW - did you get in? I bought at $477 for the earnings bounce. $FANG - good earnings - no pop but will def benefit from energy soaring in the next few months. $HD - down 10% yesterday and $LOW reported and guided higher. $LOW is my preferred of these 2, but housing is in for some bumps. $DVN - it traded down to $51 after hitting $58 yesterday. Get back in to this one as it's going back to $58 and there's a 7% yield dividend if you hold past 3/11. $MRNA - earnings tomorrow before the bell. JP Morgan thinks there will be flu data that should boost the stock. This is a $500 stock trading at $144. The market is viewing them as a 1 trick pony right now. $AXP - I want to start a position on this at some point. It's a great reopen play that's not been priced up yet. $COIN - earnings tomorrow - this one could pop if they show growth and guide higher. It's been beaten down and we could see a good pop on good news. $TSLA - I'm a holder of this and will buy more. With Elon communicating that he's open to going to the White House and Tesla being the obvious leader in EV's, this is one to hold.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related